Posted By

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Madhulika Makar

Director at Mirus Solutions

Last Login: 14 November 2024

Job Views:  
295
Applications:  72
Recruiter Actions:  57

Job Code

847767

Senior Relationship Manager - Wealth Management - HNI/UHNI Segment - BFS

8 - 12 Years.Delhi NCR
Posted 4 years ago
Posted 4 years ago

Job Description :


- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to the clients and acquire new Wealth Management prospects

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our team of Senior Finance Professionals

- Build and deepen relationships with HNI/UHNI Customers to achieve increase in share of wallet

- Identify prospective customers' needs of financial services

- Leverage organization's and one's own network to create a pipeline of potential clients


- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to the clients and acquire new Wealth Management prospects

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our team of Senior Finance Professionals

- Build and deepen relationships with HNI/UHNI Customers to achieve increase in share of wallet

- Identify prospective customers' needs of financial services

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Posted By

user_img

Madhulika Makar

Director at Mirus Solutions

Last Login: 14 November 2024

Job Views:  
295
Applications:  72
Recruiter Actions:  57

Job Code

847767

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